Jennifer Matter is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Bank since 2012 and has been with Wells Fargo Clearing since 2021. Prior to her career in finance, she was employed at Caribou Coffee Co Inc for one year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jordan Komendowski is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Cinda Collins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She worked at RBC Capital Markets for 21 years before joining Wells Fargo Clearing in 2019. Collins serves as co-trustee for her spouse's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Erik Engebretson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Based in Wayzata, MN, he serves clients through a well-established national securities firm. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Kevin Johnson is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as an executor for his sister. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Jason Fredrickson is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. for extended periods. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Alexander Healy is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Jill Kragthorpe is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of her advisory role, she owns and operates Jill Kragthorpe Photography. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Angela Krumme is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Wayzata, MN. She has nine years of industry experience, including a prior role at Wells Fargo Advisors, LLC. She serves as a trustee for The Chmielewski Family Trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Dean Adelman is a financial advisor with Wells Fargo Clearing in Saint Cloud, MN, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he manages power of attorney responsibilities for family members in Minnesota related to investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with services tailored to plan objectives and risk tolerances, including a discretionary 3(38) investment option and a broad range of financial product offerings beyond typical institutional advisers.

Nicholas Bormann is a CFP® with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as treasurer for BB Pine Lane Trust LLC, a trust focused on estate planning related to managing tax payments and operating expenses for a cabin. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Paul Collins is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

David Netjes is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2021 and previously retired from the industry between 2008 and 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Joyce Strasburg is a Series 66 licensed financial advisor at Wells Fargo Clearing with six years of industry experience. She previously worked at Wells Fargo Bank NA for 21 years before joining her current firm. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kathleen Bright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Wealth Enhancement Advisory Services LLC, LPL Financial, LLC, and Mount Financial Services, Inc. Outside of advising, she has worked part-time serving food and beverages in a suite at ARAMARK in Minneapolis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alexia Gharrity is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 66 designations and seven years of industry experience. Her work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Wells Fargo and Company, and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Amy Thompson is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves as treasurer for the Delano Girls Hockey Boosters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Goulson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Wells Fargo Advisors, LLC since 2012 and Wells Fargo Clearing Services LLC since 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s IPS‑driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Zachary Johnston is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Johnston serves as an assistant football coach at Macalester College. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to provide brokerage and advisory solutions.

Reece Chiriboga is a CFP®-designated financial advisor with four years of industry experience, currently with Wells Fargo Clearing since 2022. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he serves as a head baseball coach for St. Louis Park Junior Varsity. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.